Altshuler Shaham’s Chubb CB Stock Holding History

Altshuler Shaham’s Portfolio CB Stock Details CB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-76	Closed	-$21K	–	326
2024 Q4	$21K	Buy	76 +2	+3%	+$568	﹤0.01%	216
2024 Q3	$21.3K	Buy	+74	New	+$20.3K	﹤0.01%	169
2023 Q2	–	Sell	-204	Closed	-$39.6K	–	331
2023 Q1	$39.6K	Sell	204 -10	-5%	-$2.1K	﹤0.01%	227
2022 Q4	$47.2K	Buy	+214	New	+$44.5K	﹤0.01%	226
2022 Q3	–	Sell	-24	Closed	-$5K	–	463
2022 Q2	$5K	Sell	24 -4	-14%	-$824	﹤0.01%	402
2022 Q1	$6K	Buy	+28	New	+$5.69K	﹤0.01%	482
2021 Q2	–	Sell	-213	Closed	-$34K	–	624
2021 Q1	$34K	Buy	+213	New	+$34.3K	﹤0.01%	350
2019 Q3	–	Sell	-607	Closed	-$90K	–	432
2019 Q2	$90K	Buy	+607	New	+$87.6K	﹤0.01%	168

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return